When it comes to money, most business
owners are dealing with it one of two ways – you either micro- manage your
books and use your financial reports as a crystal ball that allows you to
predict the future OR you manage your financials by going to the ATM and
checking your balance.

How do you handle money in your business? Do you
have a strong relationship with your CPA, bookkeeping team, your controller?

Do you have multiple entities and is the cash
flowing between those entities properly?

Need financing for your business? Properly tracking loans you’ve made to the
business? Capital contributions? Has the business loaned you money? Each of these situations has legal and tax
impacts that we help you navigate.